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Kwanhyun-Kim
Level 1

As an accountant, How can I make my own account and set up my client companies?

 
1 Comment 1
JoesemM
Moderator

As an accountant, How can I make my own account and set up my client companies?

You can sign up for the QuickBooks Online Accountant (QBOA) firm to manage your clients. I’d be happy to provide insights into the signup process to help you get started.

 

QBOA is a distinct version of QuickBooks that allows you to assess a client's financial records, modify transactions, and resolve problems. It also provides enhanced bookkeeping features and access to ProAdvisor perks. 

 

However, you can set up a new QBOA firm either through our website or through an invitation from a client. Keep in mind that even if you possess an existing Intuit user ID, it may be beneficial to create a new profile specifically for your firm. Thus, it can't be upgraded from your current QBO subscription.

 

Please note that this QBOA feature may not be accessible in all regions. Follow these steps to proceed on how to sign in our website:

 

  1. Go to our website.
  2. Sign in with your user ID and password.
  3. Choose to Create a firm.
  4. Follow the onscreen steps.

 Screenshot 2024-12-15 105006.png

Also, you have the option to include clients in your wholesale discount plan and set them up with a QuickBooks subscription. This allows you to select the products that best suit their needs.

 

Here's how:

 

  1. Click Clients from the left-hand navigation menu.
  2. Select Add client.
  3. In the Client contact information section, enter your client’s info. This includes the following:
    • Business name
    • Email
    • Mobile
    • Classification: Individual or Business
  4. In the Product subscription section, click Yes, and add a subscription.
  5. Choose Wholesale discount (we bill your firm) to enroll your client in the wholesale discount plan, then click Next.
  6. Select a QuickBooks Online plan for your client, then review the plan’s pricing on the following screen. Click Change if you want to choose a different plan, or select Next to continue.
  7. Check your order and the total amount in the Checkout section. If everything looks correct, click Place Order.

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Additionally, you can give clients a direct discount and let them handle their billing and subscription. For more details about adding clients in QuickBooks, see this link: Add clients to QuickBooks Online Accountant. It contains hyperlinks that you can open on how to add them to your firm.

 

I'm adding these articles that you can read through for guidance in managing your account and clients in the future:

 

 

If you have additional concerns about creating QBO accounts or related questions, please don’t hesitate to reach out. I’m here to assist you.